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Importing Spend Money transactions

RoxyAtButtery

Hello.

We are running AccountRight Enterprise on our desktops and occasionally use the browser version ... is this MYOB Business Pro or is it just the browser version of AccountRight?

We are looking to import Spend Money transactions on an ongoing basis which appears to work well in AccountRight Enterprise but appears to not be possible in the browser version?

Will additional import functionality be added to the browser version? If so, is there a roadmap for this? We would be interested in using the browser version full time, but it currently lacks some functionality that we require.

Cheers,

Roxy.

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Accepted answers

Doreen_P

Hey @RoxyAtButtery,

Good question on the browser experience and Spend Money imports. The browser you’re using is the AccountRight browser version and it lines up with MYOB Business Pro. It shares the same features and limits, which is why importing Spend Money works in AccountRight Enterprise on desktop but isn’t available in the browser as it’s a product limitation. The practical path is to keep running those imports in Enterprise and use the browser for the rest.

Cheers,

Doreen

All comments

Isaiah_C

Hi @Maykoo,

Thanks for the update, and glad our reply reached you quickly. Sorry to hear you’re still receiving Error -19. It sounds like MYOB is still finding a small difference between the transaction total and the amount calculated from the tax code. Removing the tax amount can help avoid manually entered rounding, but the other amount fields in the import file still need to match MYOB’s calculation. Please check that:

The transaction total matches the sum of the transaction lines
The correct tax code is being used on each line
All amount fields are entered to two decimal places
You haven’t entered a tax-inclusive total alongside a tax-exclusive amount

If the import format allows the tax amount to be left blank, that’s fine, but the remaining amounts and tax codes still need to balance. You may also find this Community post about Error -19 and unbalanced Spend Money imports helpful, as it covers a similar issue.

Regards,

Sai

Maykoo

Thank you for your prompt reply, i did not expect it so quick

I managed to export a spend money transaction and used it to prepare the import one. To avoid the tax rounding, i removed the tax amount to let MYOB calculate it with tax code

Somehow always has error

Summary of errors

Error -19: Unbalanced transaction.

Thank you very much

May

Doreen_P

Hi @Maykoo,

Welcome to the Community! Spend Money imports can be a little fussy, but the official field list gives us a solid path through the spreadsheet maze. For a Spend Money import, the required fields are:

Cheque Account, the bank account being paid from.
Allocation Account No., the account the payment is coded to.
Amount.

You can also include Date, Co./Last Name, Memo, Job No. and Tax Code. If the amount includes GST, add the Inclusive field and enter X. The safest way to build the template is to export Spend Money data from an AccountRight sample company file, then replace the sample values without changing the headings or structure. These MYOB guides cover the exact requirements:

Cheers,

Doreen

Maykoo

Hi Doreen and Roxy

I am very new to this community.

Can anyone provide me a standard spendmoney transactions upload template please?

i used the exported spend money transaction that wont be imported successfully?

We only need below information

Acct No.

Name

Amount

Job

Memo

Tax

Any help please?

Thank you very much

May

Doreen_P

Hey @RoxyAtButtery,

Cheers,

Doreen